Jcurve Support Articles / Business Intelligence

Transaction Saved Search to Show Related Sales Order Status of Item Fulfillment

Written by
Junica Ann Capili
Published on
September 22, 2023 at 1:17:16 AM PDT September 22, 2023 at 1:17:16 AM PDTnd, September 22, 2023 at 1:17:16 AM PDT

Scenario

Create aTransaction Saved Searchthat would show the status ofItem Fulfillment's related order.

Solution

1. Navigate toLists > Search > Saved Searches > New

2. SelectTransactionas Search Type

3. UnderCriteriatab >Standardsubtab > Filter column > add the below filters:
  • SelectType
    1. Type: Selectany of
    2. SelectItem Fulfillment
    3. ClickSet
  • SelectCreated From Fields...
    1. SelectType
    2. Type: Selectany of
    3. SelectSales Order
    4. Click Set
  • SelectMain Line
    1. SelectYes
    2. Click Set
4. Under theResultstab >Columnssubtab > Field column > add the following fields:
  • SelectCreated From Fields...
    1. SelectStatus
  • SelectTransaction Number

5. Rename the saved search

6. ClickSave & Run
#Track Related SO of Item Fulfillment
#Transaction Saved Search to Show Related Sales Order Status of Item Fulfillment
#Related Sales Order
#Saved Search > Item Fulfillment > Related Sales Order
Jcurve Support Articles / Business Intelligence